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Nov 12, 2013
11/13
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europe's nestle's, how are you able to compete? >> we don't sell these products in europe. we sell silk equivalent products. it's the leading dairy alternative product in europe. we have about a 40 share. growing like crazy. really driven by fantastic non dairy yogurt products we're bringing to the united states and the introduction of almond milk. >> throughout the conference call, this may be time for m&a. a lot of little guys throughout. 2014 for your company? >> if we find the right thing. what we've told people since we started marketing, we're a certain kind of business. we have five brands. $500 million brands. we run those kinds of businesses well. we're looking for brands in categories that are or can be big, that are maintaining our growth rate. we're a growth company and on trend categories, where we see long term trailing in our back so we continue to grow. >> i tell people, just because whole foods may not have a strong quarter, doesn't mean they are not selling more than ever. they are. ceo of white wave foods company. you know i like them. we'll be right back
europe's nestle's, how are you able to compete? >> we don't sell these products in europe. we sell silk equivalent products. it's the leading dairy alternative product in europe. we have about a 40 share. growing like crazy. really driven by fantastic non dairy yogurt products we're bringing to the united states and the introduction of almond milk. >> throughout the conference call, this may be time for m&a. a lot of little guys throughout. 2014 for your company? >> if we...
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Nov 11, 2013
11/13
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who else is doing that number in europe? since we last spoke to the ceo back in august, up 25% since it became public 2012 hitting a new hi today. can they keep up momentum? the chairman and ceo of white wave foods. welcome back to mad money. >> great to see you too. >> this is growing at a pace of almost nothing i've seen in my life. why? >> it's a monster. look there are a number of factors to make silk. it is an alternative to dairy. people are look to heldle thinkier alternatives. dairy is a huge category. $25 billion in sales. there's a lot of room to grow. the particular segment of the population looking for great nutrition and lower calories. almond is a fantastic low calorie alternative. >> you have a new one that's one-third the calories? >> lighter than light. fantastic product, great satisfaction performs well in the cereal bowl and beverage occasion. great satisfaction in the market. >> your company has the ability because of plant based products to have expanded margins for multiple years i have to believe. >> i
who else is doing that number in europe? since we last spoke to the ceo back in august, up 25% since it became public 2012 hitting a new hi today. can they keep up momentum? the chairman and ceo of white wave foods. welcome back to mad money. >> great to see you too. >> this is growing at a pace of almost nothing i've seen in my life. why? >> it's a monster. look there are a number of factors to make silk. it is an alternative to dairy. people are look to heldle thinkier...
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Nov 15, 2013
11/13
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i think europe is still turning for them, china is strong for them, especially the volkswagen recall will only help gm. buy gm, not sell it. michael in virginia? >> caller: hey, jim. thank for having me on. >> no problem. >> caller: i'm going clean energy, clne, down $11.75 a few days ago. today it closed at $13 a share. i'm just wondering what you think about the company and where it's going from here. >> i believe in the concept of clean energy. i think andrew littlefair has done a remarkable job in the face of a government that does not favor fossil fuels, perticularly natural gas. that said, i think this is a speculation. if you have a nice profit in spec, you know what i say, always take it. sorry to burst your bubble, but i'm not giving up on this market. not here. not now. we're going to keep an eye on things and we're going to do it together. but i do not sanction leaving this market while i never mind you taking a profit. "mad money" will be right back. >> announcer: coming up, secret ingredient? satisfying stocks. super sized returns. cramer's "hunger gains" series continue
i think europe is still turning for them, china is strong for them, especially the volkswagen recall will only help gm. buy gm, not sell it. michael in virginia? >> caller: hey, jim. thank for having me on. >> no problem. >> caller: i'm going clean energy, clne, down $11.75 a few days ago. today it closed at $13 a share. i'm just wondering what you think about the company and where it's going from here. >> i believe in the concept of clean energy. i think andrew...
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Nov 16, 2013
11/13
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awareness in europe, awareness in london still very low. i find that hard to believe, frank. >> you know what, jim, it's exactly what we saw about ten years ago when we entered new markets in the u.s. where we would open up and people didn't understand that chipotle is different than other mexican food or different than other burritos that you might have. what's encouraging, though, we're seeing very similar sales trends in europe that we saw early in the u.s. meaning, you start out at a relatively low sales level, because people just don't know you're there. as they discover you, they come back more often, bring friends, so we're seeing some really nice sales trends. and if you line up the early london results to what we saw in the early u.s. market, we're seeing very real similarities and that gives us a lot of optimism for what's ahead of us in europe. >> one last question. i was thrilled to hear that shophouse is well ahead of where -- in terms of growth, to where chipotle was at this point. >> yeah, shophouse is off to a great start. s
awareness in europe, awareness in london still very low. i find that hard to believe, frank. >> you know what, jim, it's exactly what we saw about ten years ago when we entered new markets in the u.s. where we would open up and people didn't understand that chipotle is different than other mexican food or different than other burritos that you might have. what's encouraging, though, we're seeing very similar sales trends in europe that we saw early in the u.s. meaning, you start out at a...
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Nov 16, 2013
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we're seeing similar sales trends in europe that we saw early in the u.s. meaning you start out at a relatively low sales level because people don't know you're there. as they discover you they come back more often and bring friends. we're seeing nice sales trends and if you line-up the early london results to the early u.s. market, we're seeing very real similarities and that gives us a lot of optimism for what's ahead of us in europe. >> i was thrilled to hear that chop house is well ahead in terms of growth to where chipotle was at this point. >> yeah, it's off to a great start. it's a great example of -- we don't think we're special because of burritos and tacos. we think it's because of our food culture and people culture and business model. but we can add more variety by offering a different cuisine in a similar model and chop house is that model. the food is is delicious. the teams are terrific. we have five restaurants open now. three in d.c. and two in l.a. we're very optimistics about where it will go from here. >> as always i'm thrilled you have
we're seeing similar sales trends in europe that we saw early in the u.s. meaning you start out at a relatively low sales level because people don't know you're there. as they discover you they come back more often and bring friends. we're seeing nice sales trends and if you line-up the early london results to the early u.s. market, we're seeing very real similarities and that gives us a lot of optimism for what's ahead of us in europe. >> i was thrilled to hear that chop house is well...
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Nov 20, 2013
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. >> caller: i just heard that gilead sciences has approval to sell a new drug in europe. i recently took a profit in gilead. is it still possible to get back into gilead with no money? >> i wish you hadn't taken a profit. gilead is a company that i think will be multi-year on fire. this market has been chopping for high price to earnings multiple stocks. i want you, marilyn, to get back into the stock if it does fall a point or two, which is certainly possible in this choppy market. can i go to lance, please, in new jersey? lance. >> caller: hey, jim, how are you doing? i love your show. i'm from bridgeport, new jersey. >> excellent. >> caller: my question is, with ballmer stepping down from chief executive and changes in the company, what do you think of microsoft as a dividend paying stock for future growth? >> i think microsoft is very expensive, i think it factors in the idea there will be no real growth in personal computers. it has two points downside and four to five upside. i will take that risk reward ratio any day of the week. mark in new hampshire. >> thanks fo
. >> caller: i just heard that gilead sciences has approval to sell a new drug in europe. i recently took a profit in gilead. is it still possible to get back into gilead with no money? >> i wish you hadn't taken a profit. gilead is a company that i think will be multi-year on fire. this market has been chopping for high price to earnings multiple stocks. i want you, marilyn, to get back into the stock if it does fall a point or two, which is certainly possible in this choppy...
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Nov 21, 2013
11/13
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they have people in japan, europe, china, u.s., et cetera, we're delivering them a salesforce automation tool on the ipad that their people can walk into doctors offices around the world and show the benefits of their product, educate those doctors so doctors can provide their medicine effectively. that's the biggest thing. >> but the veeva network would be able to indicate where their investment is coming from. >> that's the next thing is the veeva network product. that allows them to target the physicians more effectively. >> last question is a little difficult. you came from salesforce.com. people don't understand a lot of the dream force companies are on the salesforce platform, they have still connected to sales force. what are you doing with it? >> well, mark and i have had a relationship -- >> you worked there -- >> for ages. but in terms of veeva and salesforce.com. we leverage salesforce.com for the core platform. we wanted to focus on this tailored applications and have salesforce focus on the platform, the security customization, integration, it's a much better way of doing th
they have people in japan, europe, china, u.s., et cetera, we're delivering them a salesforce automation tool on the ipad that their people can walk into doctors offices around the world and show the benefits of their product, educate those doctors so doctors can provide their medicine effectively. that's the biggest thing. >> but the veeva network would be able to indicate where their investment is coming from. >> that's the next thing is the veeva network product. that allows them...
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Nov 23, 2013
11/13
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economic world view does matter -- second host of the end of the year drug approvals particularly from europe. consider in the last 24 hours alone we've had a ton of good news. gilead got a market for supporting the pill for a hugely problematic condition. that put strength in the company's core hiv franchise causing analysts to boost numbers for this giant which many thought was going to slummer right into 2014. a european panel approval for a drug to fight pancreatic cancer. skeptics are being proven wrong. that along with negative chatter about some rumblings about toxicity problems has put a pep in the step. which had been stalled in the 150s for quite a bit. now, celgene is breaking out to new highs. i follow because i believe it can earn $15 a share in 2013. yep, when you look at the out years, meaning more than just 2014, this company is even cheaper than pfizer, lily and bristol-myers. this stock jumped 20 points before the opening bell rang and continued to go higher because it got the nod for the new drug. biotech is a funny animal here. i don't know anyone who wasn't close to this
economic world view does matter -- second host of the end of the year drug approvals particularly from europe. consider in the last 24 hours alone we've had a ton of good news. gilead got a market for supporting the pill for a hugely problematic condition. that put strength in the company's core hiv franchise causing analysts to boost numbers for this giant which many thought was going to slummer right into 2014. a european panel approval for a drug to fight pancreatic cancer. skeptics are...
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Nov 26, 2013
11/13
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i just came back from europe. our business in europe is growing nicely. here, vegetarian. hey, you know there's 30 million students out there and a big percentage of them are going vegetarian or vegan products. are you talking to me off-camera, but you & come back and look at consumer, looking for less protein today and here is a big growth area for us. here's the non-dairy, gluten-free. >> it's a hain thanksgiving right here. >> here is gluten-free. so all of these products are hain products today, and like i said, the consumers will buy 50 million turkeys during thanksgiving. what is it? 78% of the population will eat turkey during thanksgiving, or a vegetarian turkey. >> you've got every base covered. i have a hard time with the critic because the stock has made a lot of money. irwin simon, hain celestial, after the break, we'll try to make you more money. >>> coming up, cosmic cash? the solar sector went from cloudy to shooting star this year. can stand-out stock first solar has been leading the charge. it's nearly doubled this year but is its future still brighter? do
i just came back from europe. our business in europe is growing nicely. here, vegetarian. hey, you know there's 30 million students out there and a big percentage of them are going vegetarian or vegan products. are you talking to me off-camera, but you & come back and look at consumer, looking for less protein today and here is a big growth area for us. here's the non-dairy, gluten-free. >> it's a hain thanksgiving right here. >> here is gluten-free. so all of these products are...
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Nov 8, 2013
11/13
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far more important today was an interest rate cut by the european central bank to ensure that europe's economies don't contract. the europeans have long memories and in 1920 germany caught the deflation bug. there wasn't enough money in the system to support any economic activity. that then led to hyperinflation. germany turned on the deutsche mark printing presses and that destroyed most of the nation's savings base. running around with wheelbarrows full of deutschmarks. they view the deflation, hyperinflation cycle as the rise of hitler and nazi party and do anything to avoid a repeat of what occurred. this move caught some people off guard. i can recall people saying just this very morning when i got up at 3:30, we're waiting for a surprise rate cut. hmm, a few hours before we got the surprise rate cut. as soon as it happened, the dollar shot up which caused dollar denominated commodities to get crushed. on top of a slowdown in china, it spurred decline in oil. the question will be independents. the ones who doing fabulously. eog. the reversal in fortunes can be a buying opportunity
far more important today was an interest rate cut by the european central bank to ensure that europe's economies don't contract. the europeans have long memories and in 1920 germany caught the deflation bug. there wasn't enough money in the system to support any economic activity. that then led to hyperinflation. germany turned on the deutsche mark printing presses and that destroyed most of the nation's savings base. running around with wheelbarrows full of deutschmarks. they view the...
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Nov 9, 2013
11/13
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we like them very much because of the turns in both europe and china. europe is getting very strong. despite what you heard about the french s&p downgrade. and if employment stays strong here and we don't get anymore child-like antics from washington, we could hear some terrific things about 2014 when we listen in to this conference. thursday is retail day. we have three of a different kind, we have walmart, coastkoh and nordstrom's. i have a controversial call on retail because it's optimistic and happy. i know that's not in sync with anything you're supposed to hear. i think it will be a good holiday season in part because the cost of gasoline is coming down a lot. and that is directly, directly relational. i also believe that october turned out to be a stronger month than the people think. that means we can hear good things from the low things at walmart and the high end at nordstrom's. i'd prefer to buy nordstrom's. if only because it has fallen behind the group and it's a superior operator. i have been nervous about apparel, but the number we got f
we like them very much because of the turns in both europe and china. europe is getting very strong. despite what you heard about the french s&p downgrade. and if employment stays strong here and we don't get anymore child-like antics from washington, we could hear some terrific things about 2014 when we listen in to this conference. thursday is retail day. we have three of a different kind, we have walmart, coastkoh and nordstrom's. i have a controversial call on retail because it's...
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Nov 8, 2013
11/13
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europe is getting very strong. and if employment stays strong here and we don't get any more child like antics from washington, we could hear some terrific things about 2014 when we listen in to the conference. thursday is retail day. we have walmart, kohl's and nordstrom. i have a controversial call on retail because it's optimistic and happy. i know that's not in sync with anything you're supposed to hear. i think it will be a good holiday season in part because the cost of gasoline is coming down. i believe that october turned out to be a stronger month than the people think. that means we can hear good things from the low things at walmart and the high end at nordstroms. i'd prefer to buy nordstrom's. i have been nervous about -- with the number we got from gap stores today. it was incredibly reassuring. on thursday we get to hear about one of my favorite companies viacom. this is a terrific stock even better than the company. that's because of their ferocious buy back. one that rivals autozone and firestone. f
europe is getting very strong. and if employment stays strong here and we don't get any more child like antics from washington, we could hear some terrific things about 2014 when we listen in to the conference. thursday is retail day. we have walmart, kohl's and nordstrom. i have a controversial call on retail because it's optimistic and happy. i know that's not in sync with anything you're supposed to hear. i think it will be a good holiday season in part because the cost of gasoline is coming...
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Nov 1, 2013
11/13
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now, europe is harman's largest market. when the company reported a blowout quarter this morning, like the red sox's blowout victory over the cardinals in game six last night, it was a big deal. one more data point confirming the turn in europe's economy is real. 11% earnings beat off an 84 cent basis. higher than expected revenues. 17.4% increase over the year. this is a $5.7 billion company that wracked up new businesses in the quarter. the stock soared $9. 13%. epic move. harman is now giving you a remarkable 130% return since we last spoke to the ceo back in june of last year. so more than a double, less than 18 months, and even after this run, the stock is inexpensive. 17 times next year's earnings, 18% long-term growth. let's check in with the bankable dinesh paliwal, president and ceo of harman international, we've been around for a long time, learn more about the fabulous quarter and where it is headed. welcome back to "mad money." >> great to be here. >> i need you to do something. people are going to say, well, wa
now, europe is harman's largest market. when the company reported a blowout quarter this morning, like the red sox's blowout victory over the cardinals in game six last night, it was a big deal. one more data point confirming the turn in europe's economy is real. 11% earnings beat off an 84 cent basis. higher than expected revenues. 17.4% increase over the year. this is a $5.7 billion company that wracked up new businesses in the quarter. the stock soared $9. 13%. epic move. harman is now...